Yours, Mine, Ours

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When we talk about compatibility in a long term relationship, we usually consider issues such as a natural chemistry, core values, religious, socioeconomic and educational background. Sadly, couples seldom give their financial compatibility the attention it deserves given the fact that one of the leading causes of friction, broken relationships and divorce are related to money matters.

For each of the following questions, tick the answer: Yes, No, Other. Then see bottom for scoring.

Tell us a bit about yourself:

Please answer all questions below

Male Female
Your Age
20 – 30 31 – 40 41-50 51 - 60 61-70 70+
Yes No Sometimes
In case of an emergency, do you know where your financial and legal documents are?
Do you manage your day-to-day household finances together?
Are you comfortable with your partners spending habits?
Do you have financial secrets that you hide from your partner?
Do you trust your partner to make smart financial decisions for the family??
Do you make major financial decisions without your partner's knowledge and/or consent?
Yes No Joint & separate
Do you operate a joint account?
Yes No Not Really
Have you set financial goals for the future and are you working as a team to achieve them?
Do you have any long term investments?
In case of an emergency, do you know where your financial and legal documents are?
Yes No Started & Stopped
Have you set aside funds for an emergency or other eventuality?
Yes No Don't Know
Does your spouse have a will, a life insurance policy or other estate planning tool?
Enter your email
You Scored
Understanding Your Score
Now What?
You can learn more about dealing with finances as a couple at our upcoming "Romance and Finance" event on 12th February, 2016. Email for more details.

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